Cassaday & Co Wealth Management’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $583K | Buy |
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|
2025
Q1 | $490K | Sell |
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|
2024
Q4 | $570K | Buy |
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|
2024
Q3 | $497K | Buy |
|
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|
2024
Q2 | $389K | Sell |
|
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|
2024
Q1 | $386K | Buy |
|
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|
2023
Q4 | $314K | Sell |
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|
2023
Q3 | $294K | Buy |
|
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|
2023
Q2 | $291K | Sell |
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|
2023
Q1 | $360K | Buy |
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|
2022
Q4 | $291K | Buy |
|